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MFS Meridian Funds-US Total Return Bond A1 USD

Ranked 20 out of 41 in - US Dollar over 12 months
All calculations are in USD unless stated

Objective

The Funds objective is total return, measured in US dollars. The Fund invests primarily (at least 70%) in investment grade US debt instruments, including US government, mortgage-backed, and corporate debt instruments. The Fund may also invest in debt instruments of non-US issuers located in developed and emerging market countries and below investment grade debt instruments. The Fund may use derivatives for hedging and/or investment purposes, including to increase or decrease exposure to a particular market, segment of the market, or security, to manage interest rate or currency exposure or other characteristics of the Fund, or as alternatives to direct investments.

Showing fund performance in Singapore View performance globally

Performance

US Dollar over : 31/05/2017 - 31/05/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -1.8%
2017 3.7% 0.8% 1.6% 0.9% 0.4%
2016 3.0% 2.9% 2.2% 0.7% -2.8%
2015 -1.1% 1.5% -1.8% 0.0% -0.8%
2014 5.3% 2.2% 2.1% -0.3% 1.3%
2013 -1.7% -0.3% -2.7% 0.6% 0.7%
2012 6.3% 1.3% 1.7% 2.5% 0.6%
2011 5.7% 0.9% 1.7% 1.4% 1.5%
2010 6.5% 2.1% 2.2% 3.1% -1.0%
2009 16.2% 0.9% 6.4% 7.0% 1.1%
2008 -6.0% 0.2% -0.3% -3.5% -2.5%
2007 3.2% 1.2% -0.8% 1.7% 1.1%
2006 3.1% -0.9% -0.5% 3.4% 1.1%
2005 0.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Greece
  8. Hong Kong
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Singapore
  14. Spain
  15. Sweden
  16. Switzerland
  17. Taiwan
  18. United Kingdom

Fund Info

  • Launch date26/09/2005
  • Share Class size209Mn
  • Base currencyUSD
  • ISIN LU0219442976

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.60%
  • Initial investment0.6

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).